License when collaborating with external users

Hi ​@Dominic B 

Please refer to the following breakdown of collaborator rules within Lucid

• View access - External users do not need a Lucid license and may not even require a Lucid account if the document is shared via a public link.

• Comment access - External users don’t need a paid license but do need a free Lucid account, which is usually sufficient for commenting.

• Edit access - Typically, external users can edit with a free Lucid account, though there are feature and usage limits. In some organizational setups, they may need a paid license to edit.

• Edit and Share access - The same licensing rules as Edit apply, but the user also has the ability to reshare the document.

Bottomline for your problem statement would be this ,

External users with Edit access don’t need a paid license from your organization but must have a free Lucid account to edit. Licensing requirements may vary slightly based on your plan and the permission level shared (View, Comment, Edit, or Edit and Share).

To learn more:

Collaborators outside of your Organization | Community

Share with collaborators in Lucid – Lucid

Hope this helps - Happy to help further!!
Thank you very much and have a great one!
Warm regards

Hi, thanks very much - super helpful.

​@Humas1985 , to your point about our problems statement, perhaps i can take a bit more of everyone;s time and clarify a bit:

We have external customers signing in to a web portal that we have developed ourselves, and we’d like to present users with quick links to Lucid Chart documents so they can View them.

The user flow would be to sign in to our portal and, based on their role, they would see links to their specific Lucid diagrams. The diagrams would be confidential, for our project team’s and our customer / user’s eyes only.

So I assume we wouldn’t want to use Public links (assuming they make the document available to the Internet?) - instead we would just use “View access” shared links which means the user would then be prompted to create a Lucid account to view them?

Or maybe we can embed the diagram securely??

Hi ​@Dominic B, 

Thanks for following up! In this case, I would recommend one of the following options: 

• If you are on an Enterprise account, you can set a passcode for a share link. This ensures that only users with the passcode can access your document. 
• You can use Join ID, which allows you to generate a short code that you can quickly send to collaborators to give them access to your document. The main difference between setting a passcode and using Join ID is that the Join ID code expires after 2 hours. 

Please let me know if you run into any additional questions! 

OK, super helpful. Thanks very much ​@Michelle S. Case closed 😊